RVW Wealth, LLC

CIK

1756543

Location

LOS ANGELES, CA

Portfolio Value

Small $126,389,014

Diversification

Diversified

Filing Date

Global Rank

#146 / 295 ▲ 5501

Top Industry

Consumer Electronics 36.1%

3Y Alpha vs SPY

-2.7%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.3%

SPY

+76.5%

Annualised alpha

-2.6%

Max drawdown

−24.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.3%

−3.6 pts

Top 5

63.7%

+3.3 pts

Top 10

75.0%

+2.5 pts

HHI

1,302

Diversified−119

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.8%	$54,113,255	14
Consumer Cyclical	17.0%	$21,475,399	5
Unclassified	16.2%	$20,488,883	6
Financial Services	10.1%	$12,734,708	14
Healthcare	5.5%	$6,911,939	7
Industrials	3.3%	$4,186,399	6
Communication Services	3.0%	$3,807,647	5
Consumer Defensive	1.1%	$1,344,056	2
Energy	0.6%	$799,188	2
Utilities	0.4%	$527,540	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+1,000	3,600	$1,359,900
LLY	ELI LILLY & Co	+968	2,160	$2,590,769
SPY	Spdr S&P 500 ETF Trust	+500	1,501	$1,120,901
BRK-B	Berkshire Hathaway Inc	+320	5,485	$2,744,639
MDY	Spdr S&P Midcap 400 ETF Trust	+141	3,770	$2,651,591
GLD	Spdr Gold Trust	+24	879	$323,806
IBIT	iShares Bitcoin Trust ETF	+21	13,862	$461,465
GS	Goldman Sachs Group Inc	+5	1,187	$1,200,496
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
GBFH	GBank Financial Holdings Inc.	−39,831	119,023	$3,607,587
NFLX	Netflix Inc	−3,846	3,944	$281,601
AAPL	Apple Inc.	−3,831	132,157	$38,240,949
RTX	RTX Corp	−2,000	1,109	$210,410
AMZN	Amazon Com Inc	−1,608	11,240	$2,678,941
GEV	GE Vernova Inc.	−1,005	2,332	$2,739,773
INTC	Intel Corp	−995	4,625	$645,788
TSLA	Tesla, Inc.	−944	8,046	$3,384,147
MSFT	Microsoft Corp	−860	4,073	$1,519,310
MCD	Mcdonalds Corp	−100	1,474	$398,436
QQQ	Invesco Qqq Trust, Series 1	−97	21,209	$15,618,307
JPM	Jpmorgan Chase & Co	−73	3,365	$1,101,465
HD	Home Depot, Inc.	−40	677	$238,764
COST	Costco Wholesale Corp /New	−33	1,002	$937,340
MA	Mastercard Inc	−27	1,044	$536,198
NVDA	Nvidia Corp	−24	41,627	$8,329,146
GOOGL	Alphabet Inc.	−15	4,657	$1,664,272
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
HOG	Harley-Davidson, Inc.	604,052	$14,775,111
PANW	Palo Alto Networks Inc	1,003	$342,043
AMAT	Applied Materials Inc /De	464	$335,472
AMD	Advanced Micro Devices Inc	451	$261,990
ADI	Analog Devices Inc	596	$236,713
RVMD	Revolution Medicines, Inc.	1,194	$223,612
AXP	American Express Co	645	$218,171
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NOC	Northrop Grumman Corp /De/	2,360	$1,610,086
UNH	Unitedhealth Group Inc	1,563	$422,932
MKL	Markel Group Inc.	132	$252,657
SLMT	Brera Holdings PLC	16,000	$125,440
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $126,389,014 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	132,157	-3,831	$38,240,949	+10.8%	30.26%
QQQ	Invesco Qqq Trust, Series 1	Reduced	21,209	-97	$15,618,307	+27.0%	12.36%
HOG	Harley-Davidson, Inc. Consumer Cyclical	NEW	604,052	NEW	$14,775,111	NEW	11.69%
NVDA	Nvidia Corp Technology	Reduced	41,627	-24	$8,329,146	+14.7%	6.59%
GBFH	GBank Financial Holdings Inc. Financial Services	Reduced	119,023	-39,831	$3,607,587	−15.1%	2.85%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,046	-944	$3,384,147	+1.3%	2.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,485	+320	$2,744,639	+10.9%	2.17%
GEV	GE Vernova Inc. Industrials	Reduced	2,332	-1,005	$2,739,773	−5.9%	2.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,240	-1,608	$2,678,941	+0.1%	2.12%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	3,770	+141	$2,651,591	+18.5%	2.10%
LLY	ELI LILLY & Co Healthcare	Added	2,160	+968	$2,590,769	+136.3%	2.05%
ABBV	AbbVie Inc. Healthcare	Held	6,728	0	$1,693,033	+15.7%	1.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,657	-15	$1,664,272	+23.9%	1.32%
MSFT	Microsoft Corp Technology	Reduced	4,073	-860	$1,519,310	−16.8%	1.20%
AVGO	Broadcom Inc. Technology	Added	3,600	+1,000	$1,359,900	+69.0%	1.08%
GS	Goldman Sachs Group Inc Financial Services	Added	1,187	+5	$1,200,496	+20.1%	0.95%
INTU	Intuit Inc. Technology	Held	4,591	0	$1,198,251	−39.6%	0.95%
SYK	Stryker Corp Healthcare	Held	3,575	0	$1,125,553	−4.2%	0.89%
SPY	Spdr S&P 500 ETF Trust	Added	1,501	+500	$1,120,901	+72.2%	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,365	-73	$1,101,465	+8.9%	0.87%
DIS	Walt Disney Co Communication Services	Held	10,059	0	$968,178	−0.1%	0.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,002	-33	$937,340	−9.1%	0.74%
JNJ	Johnson & Johnson Healthcare	Held	3,567	0	$905,910	+3.9%	0.72%
V	Visa Inc. Financial Services	Held	2,188	0	$750,680	+13.5%	0.59%
META	Meta Platforms, Inc. Communication Services	Held	1,157	0	$651,726	−1.5%	0.52%
INTC	Intel Corp Technology	Reduced	4,625	-995	$645,788	+160.4%	0.51%
LRCX	Lam Research Corp Technology	Held	1,340	0	$580,662	+102.8%	0.46%
CVX	Chevron Corp Energy	Held	3,467	0	$574,689	−19.9%	0.45%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Held	70,922	0	$558,865	+4.5%	0.44%
MA	Mastercard Inc Financial Services	Reduced	1,044	-27	$536,198	+0.2%	0.42%
D	Dominion Energy, Inc Utilities	Held	7,725	0	$527,540	+10.5%	0.42%
ASML	Asml Holding NV Technology	Held	260	0	$517,254	+50.6%	0.41%
JGH	Nuveen Global High Income Fund Financial Services	Held	39,379	0	$501,294	+4.2%	0.40%
IBIT	iShares Bitcoin Trust ETF	Added	13,862	+21	$461,465	−13.2%	0.37%
GE	General Electric Co Industrials	Held	1,225	0	$457,819	+31.7%	0.36%
WMT	Walmart Inc. Consumer Defensive	Held	3,591	0	$406,716	−8.9%	0.32%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,474	-100	$398,436	−18.6%	0.32%
IBM	International Business Machines Corp Technology	Held	1,218	0	$342,513	+16.0%	0.27%
PANW	Palo Alto Networks Inc Technology	NEW	1,003	NEW	$342,043	NEW	0.27%
AXON	Axon Enterprise, Inc. Industrials	Held	600	0	$336,366	+32.0%	0.27%
AMAT	Applied Materials Inc /De Technology	NEW	464	NEW	$335,472	NEW	0.27%
FPF	First Trust Intermediate Duration Preferred & Income Fund Financial Services	Held	17,849	0	$324,316	+3.1%	0.26%
GLD	Spdr Gold Trust	Added	879	+24	$323,806	−12.0%	0.26%
GBTC	Grayscale Bitcoin Trust ETF	Held	6,872	0	$312,813	−13.7%	0.25%
JFR	Nuveen Floating Rate Income Fund Financial Services	Held	40,349	0	$309,476	+2.0%	0.24%
COF	Capital One Financial Corp Financial Services	Held	1,531	0	$307,149	+10.0%	0.24%
HYI	Western Asset High Yield Opportunity Fund Inc. Financial Services	Held	27,623	0	$293,632	−0.5%	0.23%
NFLX	Netflix Inc Communication Services	Reduced	3,944	-3,846	$281,601	−62.4%	0.22%
MS	Morgan Stanley Financial Services	Held	1,343	0	$280,740	+27.0%	0.22%
AMD	Advanced Micro Devices Inc Technology	NEW	451	NEW	$261,990	NEW	0.21%